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558 advisors near
63301
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Out of 400,000+ nationwide
Brendan B
Series 66
Florissant, MO
Edward Jones
Brendan Byers is a financial advisor at Edward Jones in Florissant, MO, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, he worked at Wells Fargo Clearing, TD Ameritrade, and David Mason and Associates. He has also served as a police officer with the Florissant and Calverton Park Police Departments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Jessica R
Series 66
Maryland Heights, MO
Edward Jones
Jessica Rosburg is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies through a large network of financial advisors and branch offices across the United States.
Jaclyn N
Series 66
O'Fallon, MO
Thrivent Investment Management
Jaclyn Nelson is a Series 66-licensed financial advisor with Thrivent Investment Management, based in O'Fallon, Missouri, with three years of industry experience. Prior to her financial services career, she worked in the food service industry and also served as a temporary substitute dance teacher at Imagine Dance Project. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses and written recommendations across various planning topics without directly managing client portfolios.
Jennifer G
Series 63, Series 66
Saint Charles, MO
LPL Financial
Jennifer Green is a financial advisor with LPL Financial in Saint Charles, MO, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with LPL Financial since 2007 and also serves as Director of Quality Assurance at Vantage Credit Union. Additionally, she works as an adjunct instructor at Lindenwood University, teaching courses on investments, business law, and consumer finance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.
Edward H
Series 66
Godfrey, IL
Morgan Stanley
Edward Hansen is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its affiliates since 2009, with prior experience at Citigroup Global Markets and A.G. Edwards & Sons. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.
Craig S
Series 63, Series 65
St. Louis, MO
Cetera
Craig Stewart is a financial advisor with Cetera in St. Louis, MO, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with Cetera and its affiliated entity, Cetera Financial Specialists LLC, since 2002. Outside of advising, Stewart is a partner in an accounting and tax services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform that provides access to both affiliated and third-party investment managers.
Jacob B
Series 66
Jennings, MO
J.P. Morgan Securities
Jacob Brown is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at JPMorgan Chase Bank, N.A. for five years, Citibank for two years, and AT&T for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities.
Jonathan G
Series 66
Maryland Heights, MO
Edward Jones
Jonathan Garland is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he has experience with Citibank and has contributed to education by facilitating communication workshops for nursing students at Webster University using applied improvisation techniques. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Michael W
Series 66
Maryland Heights, MO
Edward Jones
Michael Williams is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, UBS Financial Services, and Bank of America. Outside of his advisory role, he coaches CrossFit fitness classes in Webster Groves, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Dawn W
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Dawn Walkup is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an advisory program managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies and related services operating under a fiduciary standard.
Ronald G
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Ronald Gibbs is a financial advisor with Edward Jones in Maryland Heights, MO. He holds Series 63 and Series 66 designations and has 36 years of industry experience, spending his entire career at Edward Jones since 1989. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Carissa L
Series 66
Maryland Heights, MO
Edward Jones
Carissa Lambrecht is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Kottia A
Series 66
Maryland Heights, MO
Edward Jones
Kottia Abernathy is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she manages The Creative Suite LLC, providing marketing design and communication services, and is involved with SimplyClean Cleaning Company, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.
Jon N
Series 66
St Peters, MO
Edward Jones
Jon Nelle is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of Nelle Enterprises LLC, a commercial real estate business in Saint Peters, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Harsh P
CFP®, ChFC®, Series 66
Florissant, MO
Edward Jones
Harsh Patel is a CFP® and ChFC® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He is involved in a family business assisting with paperwork and holds a limited membership role in a real estate company with no active responsibilities. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.
Terry H
Series 63, Series 66
St. Louis, MO
Cambridge Investment Research Advisors
Terry Holtsclaw is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at FSC Securities Corporation and LPL Financial. Outside of his advisory work, he serves as the head coach of the St. Louis University men's rugby club. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies alongside access to third-party advisers.
Thomas O
Series 66
Florissant, MO
Edward Jones
Thomas O'Donnell is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
Robert H
CFP®, ChFC®, Series 63
St Charles, MO
Edward Jones
Robert Halterman is a CFP® and ChFC® with 23 years of industry experience. He has worked at Edward Jones since 2012 and previously spent three years at MSI Financial Services, Inc. Halterman serves as an elder at Zion Lutheran Church and School in St. Charles, MO, and volunteers as a statistician for the Francis Howell Central boys basketball team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment advisory programs and wrap fee strategies through a large nationwide network of financial advisors.
Grayson R
CFP®, Series 66
Chesterfield, MO
Edward Jones
Grayson Ram is a CFP®-certified financial advisor with seven years of industry experience, currently with Edward Jones since 2019. His prior roles include positions at Cornerstone Wealth Management and PJ's Wine & Liquor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is recognized for its extensive retail advisor network and affiliated financial services.
Francis I
Series 66
St. Louis, MO
LPL Enterprise
Francis Imbriglia is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Qventus, ECG Management Consultants, BJC Healthcare, and Washington University in St. Louis. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.
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558 advisors near
63301
within the area shown on the map
Out of 400,000+ nationwide